Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Investment strategy

Investment strategy

My kingdom for an index-linked gilt

Following the recent 2051 index-linked gilt syndication, we look at how supply and demand is affecting inflation valuations in light of RPI reform.  
By Robert Pace

Investment strategy

Does lifting lockdown mean lifting markets?

Progress towards easing COVID-19 restrictions is good news for the economy and society. But it has different implications for different asset prices.  ;
By John Roe

Investment strategy

COVID-19: vaccinations vs mutations

How can investors reconcile the encouraging news on vaccination rates with concerns about new strains of the virus?  ;
By James Carrick

Investment strategy

A hole in the inflation balloon?

Markets are increasingly pricing in a breakout in US inflation. On Bloomberg TV, I explain why we’re sceptical about that, despite high conviction in strong growth from the second quarter onwards.;
By John Roe

Investment strategy

The CIO call: Winners and losers

In this month’s market update, we examined key themes that emerged in the Q4 company reporting season.  ;
By Sonja Laud

Investment strategy

The Super Bowl Indicator: will equities Buc up?

For many years, the winner of the Super Bowl seemed to set the market’s direction. So can we read anything into yesterday’s result?;
By Christopher Jeffery

Investment strategy

Default funds and the veil of ignorance

How can default funds account for their members’ diversity?  ;
By John Southall

Investment strategy

Three key risks to markets amid a bullish backdrop

While we’re optimistic about the coming three months, we don’t think valuations and positioning offer much upside. In addition, threats lurk just beyond this time horizon.  
By Ben Bennett

Investment strategy

Retirement Choices: Time to splash the cash?

In the third part of our Retirement Choices series, we turn our focus to members choosing to encash their DC pot at retirement.  
By Alexandra Miles

Investment strategy

COVID-19, mortality expectations, and the market implications

Long-term investors like pension funds need to consider a host of complex dynamics when analysing the impact of the pandemic.  ;
By Ben Bennett

Investment strategy

Rise of the glidepaths: how sequence risk can mislead in decumulation

Some of our recent research suggests that the importance of reducing sequence risk may be overstated.  ;
By John Southall

Investment strategy

Return of the “cult of equities”?

Equities have performed well, but we still believe investors should be wary of chasing yesterday’s returns.  ;
By Martin Dietz

Investment strategy

Geopolitics, and the glitches in gold and govvies

We believe the effective options for hedging risk are shrinking, as I discussed on Bloomberg TV.  ;
By John Roe

Investment strategy

Bitcoin and crypto-currencies: do you feel lucky?

Discipline and diversification are better bets than speculating on assets with no intrinsic value, in our view.  ;
By Emiel van den Heiligenberg

Investment strategy

The VIX and the vax

The calm inspired by progress towards a COVID-19 vaccine is certainly good news, but history suggests low volatility in equity markets shouldn’t make investors complacent.  ;
By Tim Armitage

Investment strategy

Asset Allocation 2021 outlook: The year of hope

We believe the economic outlook is positive for equities, but investors will probably need to think carefully about their allocations to fixed income.  ;
By Emiel van den Heiligenberg

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